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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-10 |
Branch Locations
2510 N. Cascade Avenue Suite 120, Colorado Springs, CO 80907 • United States
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Group Llc | Colorado Springs | CO | 10/2015 | Present |
| Pks Investments | Albany | NY | 04/2025 | Present |
| Commonwealth Financial Network | Colorado Springs | CO | 01/2016 | 05/2025 |
1. Summit Wealth Group, LLC. Investment-related. At registered location. RIA. Financial Advisor. Start date: 04/2025. 160 hrs/month; all during trading hours. Service clients. 2. Fixed Insurance. Investment-related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 05/2025. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s). 3. PKSF. Investment-related. At registered location. Fixed Insurance/Annuity. Agent. Start date: 05/2025. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-09 |
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